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Jeffrey Press

@44 Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$284.17MTotal holdings199
Assets growth rate-3.02%Assets growth rate (2-Q avg)-1.92%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in 44 Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of 44 Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 284.17M in assets, with a quarterly growth rate of -3.02% and a 2-quarter average growth rate of -1.92%. The portfolio is managed by Jeffrey Press, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co.
Recent Activity
Increased 9.12%
0.92%
$2.603M
11,652 shares@ $223.41 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 820.19%
0.91%
$2.571M
11,668 shares@ $220.34 avg price
CCitigroup Inc
Recent Activity
Increased 60.94%
0.88%
$2.498M
39,585 shares@ $63.1 avg price
CVSCvs Health Corp
Recent Activity
Increased 1032.26%
0.88%
$2.498M
43,988 shares@ $56.79 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 117.67%
0.82%
$2.305M
9,377 shares@ $245.82 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 15.31%
0.81%
$2.282M
17,369 shares@ $131.41 avg price
CAHCardinal Health Inc
Recent Activity
Increased 190.1%
0.76%
$2.138M
19,100 shares@ $111.92 avg price
BPBp Plc
Recent Activity
Increased 95.45%
0.73%
$2.074M
66,244 shares@ $31.31 avg price
SSNCSs&c Technologies Hldgs Inc
Recent Activity
Increased 97.14%
0.72%
$2.02M
26,651 shares@ $75.79 avg price
WMTWalmart Inc
Recent Activity
Increased 131.16%
0.7%
$1.988M
23,878 shares@ $83.27 avg price